Filed May 8, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,964 | $49,199+93.0% | $121,204-21.6% | $75,173+26.3% |
| Participation rate | 94.3% | 55.4%+38.9pp | 69.5%+24.8pp | 67.2%+27.1pp |
| Annual return | -6.94% | 56.04%-63.0pp | 987.18%-994.1pp | 160.72%-167.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,093 | $2,630+207.7% | $4,083+98.2% | $4,126+96.1% |
| Admin fee / account holder | $396 | $3,946-90.0% | $5,651-93.0% | $5,651-93.0% |